Catalyst Capital Advisors LLC

RIASEC Registered
Total AUM
$10.3B
Discretionary
$10.3B
100% of AUM
Avg account
$542M
Accounts
19
Employees
17
Advisory reps
11

Firm details

Headquarters
San Juan, PR
CRD number
139895
Registered since
June 9, 2006
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Catalyst Capital Advisors LLC is an institutional registered investment adviser that has been SEC-registered since 2006. The firm serves institutional clients on a fee‑based model, charging a percentage of assets under management, and lists portfolio management for investment companies and delivery of educational seminars/workshops among its advisory activities. Operationally it also identifies as a CPO/CTA and is affiliated with broker‑dealer and sponsor/GP roles for pooled investment vehicles, indicating the firm both advises public portfolios and can act as manager or sponsor for private pooled structures. Catalyst does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Robert Glass

    Robert Glass

    Chief Compliance OfficerCRD 2773736

  • Jerry Szilagyi

    Jerry Szilagyi

    President, CEOCRD 1156349

  • David Miller

    David Miller

    Chief Investment OfficerCRD 4565833

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Contacts

3 of 7
  • Ryan Lynch

    WholesalerCRD 5641370

  • James Bedrock

    James Bedrock

    Regional Sales ConsultantCRD 5782647

  • Douglas Cataldo

    Douglas Cataldo

    Business DevelopmentCRD 6359011

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$5.4B in ETFs

Passive

93%

$5B

Active

7%

$354M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P MID-CAP ETF (IJH)BlackRockPassiveMid Cap Blend$674M8,745,53412.56%

Location

Primary office

San Juan, PR

Location

San Juan, PR

Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
207 De Parque
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth